Description
Summary Chief Financial Officer focused on providing quality accounting and financial record-keeping support. CFO and CCO for a Broker Dealer and a sister Investor Advisory Company. Extensive accounting and regulatory reporting experience. Accomplishments Accounting Skills Operated computers programmed with accounting software to record, store, and analyze information for a Broker/Dealer and a Financial Advisory Firm for thirty five years . General Ledger Accounts Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses and line of credit transactions.
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